No, OpenAI is not doomed.
Some people really see this graph and think the company is stupid. Do they not realise the smartest people on earth are working on these technologies?
Revenue grew 3.5x in a single year, that's crazy for any company.
Now, research and development is mostly a "one" time cost per model, once the data centers are build they are built, once the AI models are trained they are trained, and so on... not to be confused with cost of revenue which takes in consideration electricity and infrastructure.
Talking about cost of Revenue, this will most likely fall by many orders of magnitude once AI plateau. Neither OpenAI or anthropic or Google are really trying to make the most optimised model. They want the most powerful one. Google clearly proved with some clever tricks AI could run on a mobile phones! The models will cost then much less later on.
So yeah, do not worry about the People saying token and subscriptions will cost 20x more, it's simply not true. If anything we'll get the same/a little less usage once optimisation is here and they actually seek Revenue.
Sales and marketing is a no Brainer for these companies, it's also good to see that OpenAI still rivals and have a place with the concurents. Let's not forget in 2025 or 2024 it fell off very hard.
Honestly, I think that 2026 will be much more promising for OpenAI now that they captured a big part of the market with the glorious launch of 5.5 and codex, plus they cut the money sink from its root: Sora.
And more importantly, the company is gobbling up hundred of startups, these probably get included in the costs.
I'm not ai btw nor a paid propaganda actor I just wanted to share my opinion because all of these people saying openAI particularly is doomed are just clout chasers